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Creating an OR Filter

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Summary

This article explains how to create an OR Filter (a filter that uses OR logical conditions) in Evotix Assure to display records matching any one of multiple specified criteria. An OR Filter allows users to retrieve records where at least one condition is true, such as finding all Near Miss OR Minor Incidents. This differs from an AND Filter, where all conditions must be true. The article applies to any Assure module that supports filtering of record lists.

Prerequisites

  • Active Assure user account with assigned username and password
  • User permissions to access the module in which you wish to create the filter
  • Basic familiarity with navigating Assure modules and viewing record lists

Problem / Intent

Users need to filter module records to display results that meet any one of multiple criteria rather than requiring all criteria to be met. For example, a user might want to find all incidents that are categorised as either Near Miss OR Minor Incidents. Creating an OR Filter solves this by allowing users to group multiple conditions with OR logic, returning all records that match at least one of the specified conditions.

Steps

  1. Navigate to the module record list view for which you want to create an OR Filter (for example, Incident Record).
  2. Click Filters in the toolbar.

  3. Click Manage Filters.

4. Click New Record to create a new filter.

5. Enter a name for the filter in the Name field (for example, "Near Miss or Minor Incidents").

6. Click Add OR Group to create an OR Group (a container for OR conditions).
An OR Group item is added to the filter.

7. Click Add to OR Group to add the first search condition to the OR Group.

8. Configure the first filter condition by selecting the desired field, operator, and value (for example, Type of Incident equals Near Miss).

9. Click Save & Close to save the first condition.
The condition is now listed within the OR Group.

10. Click Add to OR Group again to add a second condition.

11. Configure the second filter condition (for example, Type of Incident equals Minor Incident).

12. Click Save & Close.
Both conditions now appear within the OR Group. You can add additional conditions by repeating steps 10–12.

13. Click Save & Apply to save the filter and run it immediately.
The module record list refreshes and displays all records that match at least one of the conditions in the OR Group.

Notes & Warnings

Note: An OR Filter returns records that meet at least one of the specified conditions. In contrast, an AND Filter (created by using Add Condition instead of Add to OR Group) returns only records that meet all specified conditions.

Note: You can combine AND and OR logic in a single filter by adding both standard conditions and OR Groups. However, for clarity and ease of maintenance, consider creating separate filters for complex logic.

Note: Filters can be Private (visible only to you) or Global (visible to all users). To make a filter Global, you must have the Manage Global Filters permission.

Examples

Example 1: Create an OR Filter for Incident Types

Scenario: You want to find all incidents categorised as either Near Miss OR Minor Incident.

Steps:

  1. Navigate to Incident Record module.
  2. Click Filters → Manage Filters → New Record.
  3. Name the filter "Near Miss or Minor Incidents".
  4. Click Add OR Group.
  5. Click Add to OR Group, set Type of Incident equals Near Miss, click Save & Close.
  6. Click Add to OR Group, set Type of Incident equals Minor Incident, click Save & Close.
  7. Click Save & Apply.

Result: The record list displays all incidents where the Type of Incident is either Near Miss or Minor Incident.

Example 2: Create an OR Filter for Multiple Date Ranges

Scenario: You want to find all risk assessments that were created in January 2026 OR March 2026.

Steps:

  1. Navigate to Risk Assessment module.
  2. Click Filters → Manage Filters → New Record.
  3. Name the filter "Created in Jan or Mar 2026".
  4. Click Add OR Group.
  5. Click Add to OR Group, set Date Record Created is This Month (if in January), or specify a date range for January 2026, click Save & Close.
  6. Click Add to OR Group, set Date Record Created is This Month (if in March), or specify a date range for March 2026, click Save & Close.
  7. Click Save & Apply.

Result: The record list displays all risk assessments created in either January or March 2026.

Troubleshooting

Symptom Cause Resolution
Cannot see Add OR Group button Filter management interface has not loaded correctly Refresh the page or close and reopen Manage Filters
Filter returns no results OR Group conditions are too restrictive or no records match any condition Review and adjust the conditions in the OR Group to ensure at least one matches existing records
Filter returns too many results Conditions in the OR Group are too broad Refine the conditions or add additional AND conditions outside the OR Group to narrow the results
Cannot save the filter Missing required filter name or insufficient permissions Ensure the filter has a name and verify you have permission to create filters in the module
Filter not visible to other users Filter is set as Private Edit the filter and change it to Global (requires Manage Global Filters permission)

FAQ

Q: What is the difference between an OR Filter and an AND Filter?
A: An OR Filter returns records that meet at least one of the specified conditions, while an AND Filter returns only records that meet all specified conditions.

Q: Can I combine OR and AND conditions in the same filter?
A: Yes. You can add both standard conditions (AND logic) and OR Groups to the same filter. The filter will return records that meet all AND conditions and at least one condition within each OR Group.

Q: How many conditions can I add to an OR Group?
A: There is no strict limit, but for performance and clarity, it is recommended to keep the number of conditions manageable. If you need many conditions, consider if your filter logic can be simplified or split into multiple filters.

Q: Can I edit an OR Filter after it has been created?
A: Yes. Navigate to Filters → Manage Filters, locate the filter, click the settings icon (cogwheel), and select Edit. You can then add, remove, or modify conditions within the OR Group.

Q: Can I apply an OR Filter to any module in Assure?
A: Yes. OR Filters can be created for any module in Assure that supports filtering, including Incident Record, Risk Assessment, Audit, Equipment Register, and others.

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AI Metadata

  • Product Area: Assure (Core Platform, Filters and Data Management)
  • User Role: End User, System Administrator, Health and Safety Manager
  • Tags: #Assure #Filters #ORFilter #ORGroup #FilterManagement #DataFiltering #RecordList #ModuleFilters #FilterConditions
  • Version/Region: All Assure versions, All regions
  • Important synonyms: OR Group (OR condition group), Filter (search filter, data filter), Manage Filters (Filter Manager), Add OR Group (Create OR Group), Condition (filter criteria)
  • Suggested embedding keywords: Assure OR filter, create OR filter, OR group, filter management, multiple filter conditions, OR logic, filter criteria, Assure filters, module filters, record filtering
  • Relevant modules and explicit mention of cross-module implications: This article applies to all Assure modules that support filtering of record lists, including but not limited to Incident Record, Risk Assessment, Audit, Equipment Register, Supplier/Contractor Register, Action Manager, and any other module with a record list view. The OR Filter functionality is universal across modules and does not require specific module configuration. Filters created in one module are specific to that module but the process and logic apply universally across all modules.

 

 

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